Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:

  • Retirement Planning — We will help you work out what you need in retirement, and then how best to get there. We can assist in structuring your finances to maximise Centrelink entitlements.
  • Superannuation — We believe superannuation is probably the most misunderstood investment vehicle, and is a great way to maximise your retirement savings. We can help you make the most of government incentives, including effective taxation treatment.
  • Self Managed Superannuation Funds — We will help you to maximise the investment opportunities available to you should a Self Managed Super Fund be appropriate for you. We will work with you to ensure your Super Fund has a relevant, compliant and robust Investment Strategy.
  • Aged Care Strategies — We can help you (or your parents) with strategies to minimise care fees when entering an aged care facility. This is a very complex area that requires expert advice.
  • Personal Risk Insurance — Risk insurance is an important part of any financial plan as it protects you and your family – no matter what happens.
  • Estate Planning — Working in conjunction with your solicitor who will draft all required documentation, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
  • Wealth Creation — In consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
  • Redundancy Advice — if you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.